Avantax Planning Partners, INC.

Avantax Planning Partners (APP) works with independent CPA firms and their accounting professionals to offer investment advisory services to clients. APP's financial professionals assess clients' financial history, goals, and risk tolerance to determine suitable investment advisory products and services. Clients provide information about their financial condition and can request reasonable investment restrictions. APP also offers retirement plan services. Many of APP’s financial professionals are also registered representatives of an affiliated broker-dealer and/or licensed insurance agents, which creates potential conflicts of interest.